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CIK: 0001963728
Total reported value
$159.3M
$159.3M
148 檔
16.6%
At the close of Q4 2024, Seed Wealth Management, Inc. disclosed equity holdings valued at approximately $159.3M, spread across 148 reported holdings.
During Q4 2024, Seed Wealth Management, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 5.85% | +0.16% | -2.58% | |
| 2 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.62% | -0.24% | +16.03% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.84% | — | +200.00% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.58% | -1.09% | +159.65% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.47% | -0.15% | -1.28% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.27% | — | +3.30% | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.54% | +0.66% | +2.92% | |
| 8 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 2.48% | -0.81% | +5.84% | |
| 9 | VRP | Invesco Variable Rate Prefer | ETF-Other | 2.45% | -0.16% | -1.20% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | +0.21% | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.04% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.91% | +0.01% | -15.95% | |
| 13 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.89% | -0.02% | +5.49% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | -0.05% | — | |
| 15 | QMOM | Alpha US Quant Mom ETF | ETF-Other | 1.51% | -0.14% | — | |
| 16 | FLBL | Franklin Senior Loan ETF | ETF-Other | 1.44% | — | +0.12% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | — | — | |
| 18 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.18% | — | — | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.16% | -0.11% | +2.02% | |
| 20 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.11% | -1.16% | -1.44% | |
| 21 | BTT | Blackrock 2030 Muni Trgt Trm | Stock-Other | 1.04% | -0.04% | +41.84% | |
| 22 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.04% | +0.17% | — | |
| 23 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.03% | +0.18% | -6.11% | |
| 24 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 1.00% | — | — | |
| 25 | CRM | Salesforce Inc | Stock-Tech | 0.99% | — | — | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.97% | -0.05% | +193.97% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.95% | -0.23% | -4.77% | |
| 28 | PFFV | Global X Variable Rate Pref | ETF-Other | 0.95% | -0.31% | EXIT | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | -0.03% | — | |
| 30 | NPFD | Nuveen Var Rt Pref & Inc | Stock-Other | 0.91% | -0.06% | -0.81% | |
| 31 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.88% | -0.31% | — | |
| 32 | DELL | Dell Technologies -c | Stock-Tech | 0.85% | +0.09% | — | |
| 33 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.84% | -0.05% | — | |
| 34 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | -0.30% | EXIT | |
| 35 | AVDE | Avantis International Equity | ETF-Other | 0.82% | -0.21% | -3.93% | |
| 36 | HYEM | Vaneck Emrg Mkts Hi Yld | ETF-Other | 0.76% | -0.04% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.05% | — | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.73% | — | -2.19% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | -0.56% | — | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.71% | — | — | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.70% | -0.03% | — | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.68% | +0.02% | — | |
| 44 | PGR | Progressive CORP | Stock-Financials | 0.66% | -0.01% | — | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.02% | — | |
| 46 | DE | Deere & Co | Stock-Industrials | 0.55% | -0.01% | — | |
| 47 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.05% | — | |
| 48 | IBN | Icici Bank Ltd-spon Adr | Stock-Financials | 0.54% | -0.25% | — | |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.53% | -0.02% | — | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.52% | -0.02% | — |
According to official SEC Form 13F filings, Seed Wealth Management, Inc. reported a total U.S. public equity portfolio value of $159.3M across 148 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VMBS, JMBS, SCHB) accounted for 16.6% of total reported equity market value during Q4 2024.
During Q4 2024, Seed Wealth Management, Inc.'s top holdings by market value included VMBS (5.8%)、JMBS (4.6%)、SCHB (3.8%). The largest single position, VMBS, represented 5.8% of total portfolio value.
In Q4 2024, Seed Wealth Management, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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